Instructors Directory > The Client Driven Practice LLC
Clientdrivenpractice

The Client Driven Practice LLC
(585) 381-2662
www.advisorchecklist.com

The Client Driven Practice helps financial advisors discover and strengthen their unique value, and build their marketing nd their strategy around that. They do this with client surveys, client advisory boards, and referral marketing consulting.

Archived Webinars

A CLIENT ADVISORY BOARD THAT DRIVES LOYALTY AND GROWTH
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Recorded Date September 18, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Intermediate      Who Should Attend CPA - small firm, CPA - medium firm, Other     
DIFFERENTIATION IS THE CHALLENGE: NICHE IS THE SOLUTION
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Recorded Date June 25, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Intermediate      Who Should Attend CPA - small firm, CPA - medium firm